| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Bollard Group LLC | 113,368 | 5,408,000 | 29.56% | ||
| 2 | CHICKASAW CAPITAL MANAGEMENT LLC | 104,900 | 5,004,000 | 27.35% | ||
| 3 | J.P. Morgan Private Wealth Advisors LLC | 60,892 | 2,905,000 | 15.88% | ||
| 4 | Narwhal Capital Management | 41,775 | 1,993,000 | 10.89% | ||
| 5 | Veritable, L.P. | 22,193 | 1,059,000 | 5.79% | ||
| 6 | AMERICAN NATIONAL INSURANCE CO | 20,150 | 961,000 | 5.25% | ||
| 7 | SVB WEALTH LLC | 19,380 | 925,000 | 5.06% | ||
| 8 | QUADRANT CAPITAL GROUP LLC | 420 | 20,000 | 0.11% | ||
| 9 | CUMBERLAND ADVISORS INC | 400 | 19,000 | 0.10% |
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
